The Kelly & Wohlner Group is a boutique private wealth management practice offering comprehensive financial consultation and sophisticated portfolio management services. They provide personalized strategies for successful individuals and families, focusing on retirement, philanthropic, and wealth transfer planning, along with insurance needs and investment management[3][5]. Their target audience includes high-net-worth individuals and families. The unique selling proposition is their fiduciary commitment, ensuring client interests are prioritized, and their transparent, commission-free model[3][4]. They leverage top-tier resources to provide objective advice tailored to clients' distinct circumstances[3].